Part Category

Introduction/Purpose 

The Part Category Master in a Computerized Maintenance Management System (CMMS) serves as a centralized repository for managing and organizing part categories essential for maintenance and operational activities. It allows users to define, view, and maintain part category details, including the part category name and its active or inactive status.

Part categories help classify various types of parts based on their usage and purpose within the organization. This categorization streamlines the addition and management of parts in the system, ensuring consistency and improving accessibility for users. By assigning part categories when adding parts, organizations can maintain a structured inventory and facilitate efficient utilization in maintenance operations.

The Part Category Master indirectly supports work orders and job cards by organizing parts effectively, making it a foundational element in streamlined maintenance management.

Dependency

The Part Category Master relies on the following dependencies for accurate configuration and optimal functionality:

Part Category Name: Specifies the unique name of the category, ensuring clear identification and classification of parts.

Status: Users must select the category’s status (active or inactive) to determine its availability for use in the system.

By managing these dependencies—part category name and status—the Part Category Master enables seamless part categorization, improving the creation of parts and indirectly supporting work orders and job cards within the CMMS.

How To Navigate To Part Category master

The navigation includes the following steps for viewing the part category in the computerized maintenance management system.

• Click on the Master tab: The master can be accessed by clicking on the Master tab on the side menu.

• Click on Part Category:  The part category master can be accessed by clicking it from the master section.

Part Category Master Tab Listing

A part category master listing in a computerized maintenance management system is a feature that provides a list of all part categories.

• Users can view the following information in the part category listing page
  • Part Category
  • Status

User can perform the following actions 

• Add new: The “Add new” function allows you to create and add a new part category to the system as shown in the below screen.
• User will be able to add the tags with the following fields
  • Part Category (Required) :  
    • This is specifying the part category name for the part category master.
  • Status (Required): 
    • This is specified to choose the status of the part category as active / inactive using the dropdown list.

• Advanced Search :  The “Advanced Search” function enables searching using multiple field names with multiple conditions to find specific data. The “Search” function allows the user to look for a specific entry within the available data and presents results that match the search parameters.

• Hide / Show Columns : This function allows users to hide or show the specific columns by checking the checkboxes. Users can also access the “check all” and “uncheck all” columns.

• Export: The “Export” feature allows users to export selected or all data in CSV or XLS or PDF format.

• Show all listing records: This functions like a refresh icon, retrieving and displaying all records in the listing.

• Filter (Show Left Search Panel): The “Filter” function in the part category master allows users to customize their view of part categories based on specific criteria.

• Users will be able to view the details of the existing part category with the details as shown in the below screen.

Part Category Master – Recording & Update

• Users will be able to edit and update the part category details as shown in below screen.

Users can perform the following actions: 

• Save: The “Save” function allows the user to submit the required information while creating a new part category master.
  
• Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new part category master.